4.8 • 2.7K Ratings
🗓️ 16 May 2025
⏱️ 67 minutes
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0:00.0 | I've invested in every piece of the stack. |
0:02.9 | I've done mezzanine. |
0:03.9 | I've done public company investing, growth stocks, hands down. |
0:09.2 | The best asset class is distressed. |
0:11.4 | I feel like I can rule the world. |
0:13.7 | I know I could be what I want to. |
0:16.4 | I put my all in it like no days off. |
0:19.0 | On a road, let's travel, never look. |
0:20.8 | I heard you say something recently, and I think this happens to us, and it happens to you. |
0:24.9 | I would have to imagine you get pegged as like just like an influencer or a thought leader. |
0:29.0 | In reality, you've built a lot of amazing companies. |
0:31.2 | And you talked about something the other day that you were with Michael Lewis. |
0:35.6 | And at the end of the podcast, you guys barely mentioned this. |
0:39.6 | And it was, like, pretty astounding. |
0:41.4 | You talked about, or you told the story about how when FTX went bankrupt, you made some, like, pretty amazing trade. |
0:49.6 | Can you tell Sean and I more about that story and what happened? |
0:53.5 | Do you know what I'm talking about? |
0:55.1 | Yeah. |
0:55.7 | So I always like to counter it with how many times I fucked up. |
1:00.9 | So I bought Netflix at $10 a share, I'm sorry, at $12, and I sold it at $10, and now it's |
1:07.0 | at $1,100. |
1:07.9 | So I get it wrong all the time. |
... |
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